Annabel Yeo Email & Phone Number

I’m an executive senior manager with more than 7 years of experience in needs-based financial planning. My personal philosophy revolves around building meaningful relationships with my clients. I aim to provide creative solutions that caters to both my clients’ needs and their financial sustainability. Out of work, I enjoy spending time with my family and going for workout classes. I am a strong advocate of MDRT’s “whole person concept” - having a fulfilling career coupled with a balanced lifestyle. During our meetings, I actively share this belief with my clients as well, reminding ourselves to take time off our busy work schedule when necessary and to enjoy the precious time we have with our family! Offering clients specially curated visuals have helped my clients to understand where I can value-add their accumulation portfolio as we work towards desired milestones. I stand firm in taking carefully crafted steps after completing a thorough needs-analysis. Additionally, I’m a avid believer of wealth protection, as I assisted a family with a death claim at the young age of 24. This was a career-defining moment for me as it truly allowed me to weigh the impact of the work that I do.I look forward to work with like-minded and responsible individuals who resonate with similar values - gratitude, honesty and compassion!

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  Senior Executive Manager

  Great Eastern Financial Advisers Private Limited

  Jun 2017 - Present - Singapore

  I am an Executive Senior Manager, leading a humble team and caring for over 250 families' portfolio. My promise is to be consistent in upskilling, in order to maintain the recognition of being a MDRT and IDA qualifier and to best represent the top 5% consultants of the world. Working in tandem with my director, we are building a dynamic agency with trailblazing initiatives that equip our consultants with competency and confidence. We believe in consistent growth, building a family of genuine advisors and a culture of mentorship and leadership. Keen to know if the team is for you? Hit the message button, let's connect!

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  Nanyang Technological University Singapore

  Sociology